Managing the Failure Points

By: Tim O’Pry | Chief Security Officer Over the years (decades), I have been asked for tips on everything from starting a business to the perfunctory cocktail question of, “What do you do?”. Regardless of the question, the answer is the same: I manage failure points. That answer tends to end most casual cocktail conversation…

Donor-Advised Funds: Impactful Giving the Easy Way

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how easy it is for the charitably inclined to establish their own donor-advised fund to increase the impact of their giving. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…

Are my student loans eligible for public service loan forgiveness?

If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan Forgiveness (PSLF) Program. The PSLF, which began in 2007, forgives the remaining balance on federal Direct Loans after you have made 120 monthly payments under a qualifying repayment plan while working full-time…